Tata Mid Cap  Fund Generate 14% CAGR Return in 3 Years

Mutual Fund

By Rajendra Apr 3, 2023 image source -Unsplash Scheme Analysis

Top 5 Holding

Thermax AIA Engg. Indian Bank RBL Bank Cummins 3.63 3.39 3.19 3.07 3.03 Total - 16.31

Low Churn- Buy & hold approach, staying invested as the stock realizes value Compounding – Businesses with compounding characteristics

Capital Goods

25.70 18.52 9.62 7.14 5.97

Market Leader – The fund seeks to invest in leaders of the segment, sector or market

Market Cap Exposure

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Across sectors stock picking remains defined by strong balance sheet, resilient business model, compounding growth opportunities

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 11,839 44,350 86,618 -2.48% 14.06% 14.69% Monthly SIP of 1,000

Scheme Performance

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Mutual Fund

Tata Mid Cap Fund Generate 14% CAGR Return in 3 Years

Category

Inception

Benchmark

AUM - 1,759 Cr

Fund Manager

Satish Chandra Mishra & Abhinav Sharma

Tat Mid Cap Growth Fund

Top 5 Holding

Capital Goods

Financial Service

Chemical

Top 5 Sector

Healthcare

Automobile

Market Cap Exposure

Tata Mid Cap Growth Fund

SIP Performance

Exit Load

Period

Value

Returns

Scheme Performance

Exit Load

Period

Returns